Recent Discussions

Discussion List

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  [ONGOING] 3/2/26: Rocket Mortgage (Mr. Cooper) - Loan Account Showing Paid Off / $0

  Coach Natalie 29 views 1 comment 0 points Most recent by Coach Jon March 16Current Online Banking Issues
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  "You have already added all your accounts" message with Manulife Bank of Canada (edited)

  Marlun 37 views 6 comments 0 points Most recent by Marlun March 16Adding and Updating Accounts
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  Savings Goals: Last decimal place is truncated sometimes

  ajbopp 47 views 4 comments 1 point Most recent by Coach Natalie March 16Report a Bug
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  Corebridge 401k through Alight (edited)

  Active MCQ 14 views 0 comments 1 point Started by MCQ March 16 Report Missing Financial Institution or Biller
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  American Express FDP-101 error (edited)

  JKT 10 views 1 comment 0 points Most recent by SRC54 March 16Adding and Updating Accounts
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  Suggestions - collapsing categories, & narrow screen [Edited]

  TanyaL 36 views 8 comments 0 points Most recent by SRC54 March 16Feedback
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  Corebridge Financial 401k with Alight

  MCQ 11 views 1 comment 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  Merged: 102 error with Stash (edited)

  Closed fguerrero 7 views 0 comments 0 points Most recent by Coach Kristina March 15Adding and Updating Accounts
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  Please add OpenBank by Santander

  Active StephenB 1.3K views 59 comments 59 points Most recent by ThisGirl72 March 15Report Missing Financial Institution or Biller
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  Savings Goals won't recognize date

  Aloveyu2 8 views 1 comment 0 points Most recent by Coach Kristina March 15Troubleshooting
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  Merged: Add “Duplicate” to the transaction ••• (three‑dot) menu

  Closed Dre 20 views 0 comments 4 points Most recent by Dre March 15Feature Requests
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  Need Copy & Paste or Ability to Duplicate Transactions with Multiple Split Categories (edited)

  Active harinath 637 views 32 comments 56 points Most recent by Dre March 15Feature Requests
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  Stop disallowing screenshots on Pixel devices or other Android devices

  Active schwoeg1? 18 views 2 comments 0 points Most recent by DryHeat March 15Feature Requests
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  Please put rules back on the transactions under the payee where it used to be (edited)

  Rghsfl 15 views 1 comment 0 points Most recent by Coach Kristina March 15Managing Your Transactions
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  Still receiving bill connect email notifications after cancellation and dataset deletion (edited)

  Frustrated 101 views 17 comments 0 points Most recent by Frustrated March 15Report a Bug
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  Using splits (multiple categories) in Recurring Transactions (4 Merged Votes)

  In Progress SimplifiBeta 8.6K views 216 comments 368 points Most recent by SRC54 March 15Feature Requests
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  Balances and transactions out of sync

  ChrisWT314 16 views 2 comments 0 points Most recent by SRC54 March 15Adding and Updating Accounts
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  Is there a way to stay abreast of Simplifi improvements but screen out Quicken updates?

  ChattMatt 62 views 8 comments 0 points Most recent by DryHeat March 15Feedback
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  Connected account balances not updating with pending transactions (edited)

  someotherderek 772 views 97 comments 3 points Most recent by EL1234 March 15Adding and Updating Accounts
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  Ability to sync Webull Investment Data with Simplifi

  In Review millerdj94 1.6K views 35 comments 44 points Most recent by Bill T March 14Report Missing Financial Institution or Biller
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  Add OneFinance/OnePay to Supported Banks (edited)

  In Review docpurple1961 3.2K views 112 comments 88 points Most recent by freyal12 March 14Report Missing Financial Institution or Biller
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  Reports - Rollup third level category to second level and then top level

  Completed RickS 56 views 5 comments 6 points Most recent by Coach Kristina March 14Feature Requests
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  Unable to split paycheck, adding split amounts only increases amount to split

  Answered ✓ D_Oldham 78 views 14 comments 1 point Most recent by DryHeat March 14Managing Your Transactions
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  Merged: Improve RSU handling

  Closed nopenopenopenopenope 7 views 0 comments 1 point Started by nopenopenopenopenope March 14 Feature Requests
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  Ability to include any/all Investment Transaction in Reports and the Spending Plan (edited)

  Active cmordas 1K views 46 comments 36 points Most recent by nopenopenopenopenope March 14Feature Requests
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  Break down the Personal Taxes Report by Form > Line Item (edited)

  Active Norm6257 85 views 5 comments 6 points Most recent by Norm6257 March 14Feature Requests
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  Search By Check Number

  John Kostenbader 25 views 2 comments 0 points Most recent by John Kostenbader March 14Feedback
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  Optum FSA Account Transaction Activity does not align with Simplifi/FDP-102/FDP-2001/to.100 (edited)

  jhst 117 views 24 comments 0 points Most recent by jbaker5400 March 14Adding and Updating Accounts
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  Merged: Add "credit card payment" category to planned expense categories

  Closed jaywilk 6 views 0 comments 1 point Started by jaywilk March 13 Feature Requests
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  Ability to create Planned Spending Expenses for Credit Card Payments and other Transfers (edited)

  Active turb0 227 views 5 comments 6 points Most recent by jaywilk March 13Feature Requests